Author identifies AltynGold and Jaguar Mining as undervalued gold miners with significant upside from gold-price leverage and production growth.
ALTN.L — LONG Author claims AltynGold trades at a forward P/E of 8 and 2x forward free cash flow, making it one of the cheapest gold producers on cash generation. Analysts project 60% upside in the next three months driven by leverage to gold prices combined with low AISC enabling high free cash flow generation.
Atlyn (altn.l) is trading around forward pe of 8. 2x forward free Cashflow. Making it one of the cheapest gold producer on a cash generation basis. Analyts project 60% upside in the next 3 months alone driven by its leverage to gold prices combine it with low (aisc) enabling high fcf generation.
JAG.TO — LONG Jaguar Mining operates three mining complexes in Brazil and plans to triple output within five years. It trades at a steep discount of 4x-5x EBITDA versus comparable miners at 8-10x, with potential for a 100% gain as production ramps up.
Jaguar mining (jag.to) its operate 3 mining complex in brazil. Plan to triple its output within 5yrs and its ongoing. On steep discount of 4x - 5x ebitda comaparable to other miners 8-10x. With potential 100% gain as production ramps.